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Form ADV Part 3 CLIENT RELATIONSHIP SUMMARY Last updated 06302020 I n t r o d u ct i o n Certified Planners, Inc. (CPI) is a Registered Investment Adviser with the Securities and Exchange Commission.

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How to fill out client relationship summary form

01

Understand the purpose of the client relationship summary form.

02

Gather all necessary information such as client's personal details, financial goals, investment experience, risk tolerance, and any conflicts of interest.

03

Fill out the form accurately and honestly.

04

Review the completed form with the client to ensure understanding and accuracy.

05

Obtain client's signature and date on the form.

Who needs client relationship summary form?

01

Financial advisors or professionals who provide investment advice to clients.

02

Clients who are seeking or receiving investment advice from a financial advisor.

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What is client relationship summary form?

The client relationship summary form is a document that provides important information about a firm and its investment advisory services.

Who is required to file client relationship summary form?

Registered investment advisers are required to file the client relationship summary form.

How to fill out client relationship summary form?

The client relationship summary form can be filled out by including information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to help clients make informed decisions about choosing an investment adviser.

What information must be reported on client relationship summary form?

The client relationship summary form must report information about the firm's services, fees, conflicts of interest, and disciplinary history.

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